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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-05 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
106 E Main Street, New Albany, OH 43054 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Planning Services | New Albany | OH | 09/1996 | Present |
| Change Path Llc | New Albany | OH | 01/2017 | Present |
PREFERRED PLANNING SERVICES - INDEPENDENT INSURANCE AGENT CONDUCT SALES OF FIXED, INDEXED AND LIFE INSURANCE. NEW ALBANY EXCHANGE CONDO ASSN, BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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